Assign an email message as a quote or estimate note

Before you begin

Before you can assign an email message as a quote or estimate note, the email must be in your Collaboration Manager intray. To view or set the Collaboration Manager email address, see Configure the collaboration manager.

You can assign a note to a quote or estimate only if you have the General Privileges > Collaboration Manager privilege selected.

Assign an email message

To assign an email message (and any attached documents) as a note to a quote or estimate:

1. In the Jobs menu, select Collaboration.
2. In the Collaboration Manager screen (Email tab), Assign To drop-down list, select Quote.
3. In the Job/Lead/Quote drop-down list, select the quote or estimate that you wish to assign the note to.
4. Select one or more email messages to assign to the quote or estimate.
5. Assign. The message (or messages) are added as notes to the selected quote or estimate.